Planning with Purpose

Creating a giving plan is not only a smart financial choice—it’s also a way to provide for your loved ones and to bless the ministries that God has placed on your heart. We can help you create a custom financial plan that will fit your unique needs and circumstances.

AG Foundation

Structured as a “pass-through” or “conduit” foundation, AG Foundation is set up so that people can give charitably through it in order to achieve their giving goals.

Giving is simplified. AG Foundation receives your gift to process and becomes the facilitator of the gift, passing it to the ministry of your choice as the ultimate beneficiary. Depending on the gift option used, you receive potential tax benefits.

Our Team

The team of giving specialists at AG Financial Solutions includes technical, legal, accounting, and service-minded professionals who will work directly with you to simplify the process. We make it easy for you to give cash, as well as non-cash assets like securities, real estate, and business interests. Both simple and complex gifts can be given, including partial gifts that create income for you and others.

Testimonials found on this site are examples of what we have done for other clients, and what some of our clients have said about us. However, we cannot guarantee the results in any case. Your results may vary and every situation is different. No compensation was provided for these testimonials.

Frequently Asked Questions

Planned Giving is a process that integrates the personal, financial, and estate planning goals of donors with their desire to create current or future financial gifts for charitable purposes. Some planned gift options, like bequests, are very straightforward and are made by a designation in a Will or Trust. Others require additional planning and are designed to create present or future income stream for the donor or other beneficiaries, tax savings for the donor, and a legacy gift for ministries or charities.

The major difference is in the calculation of the payments to be paid to the income beneficiary(ies) of the trust. Payment calculation of a Charitable Remainder Trust is dependent on the valuation of the assets of the trust, and an annuity trust payment is based on a single valuation while a unitrust payment is based on recurring valuations. Annuity trust assets are valued at the time the assets are placed in the trust. The trust assets are never revalued. Annual payments remain the same, whether the assets appreciate (increase in value) or depreciate (lose value). The assets in the unitrust are revalued annually. If the trust assets appreciate, the payments to the income beneficiary(ies) will increase. If the trust assets depreciate, the payments will decrease based on recurring valuations.